Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $928,481 | $175,259+429.8% | $149,723+520.1% | $139,487+565.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.77% | 166.82%-134.1pp | 134.50%-101.7pp | 373.84%-341.1pp |
| Employer contribution / active EE | $12,579 | $5,478+129.6% | $4,821+160.9% | $4,755+164.6% |
| Participant deferral / active EE | $18,200 | $6,522+179.1% | $5,682+220.3% | $6,713+171.1% |
| Admin fee / account holder | $22 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |